Our business is focused on people and relationships

At Canaccord Genuity we’re focused on helping our Advisers build a sustainable long-term wealth business, rather than meeting monthly financial targets. We offer the opportunity to learn from other experienced Advisers in our firm and lean on them for advice and support when required.

As a Canaccord Genuity Wealth Adviser you will be provided with a supportive and accommodative work environment that allows you to work autonomously or as part of a team. You can also work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Wealth Advisers have access to:

• Best-in-breed technology platform solutions
• Expert support in Superannuation and Financial Planning
• A leading Wealth Management website and app for your clients
• Wealth focused publications and seminars for your clients
• An attractive remuneration structure

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.
 
With flexibility comes choice. If you have an established Wealth Advisory business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

Grow your revenue and take your established business to the next level on Canaccord Genuity's Adviser platform. In addition to a highly attractive remuneration structure, we offer our Advisers a range of business development and support services to use as required. You’ll also be able to work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Advisers have access to:

• A quality in-house research team with strong industry knowledge and technical skills
• Regular corporate finance deal flow
• Best-in-breed systems and technology

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.

With flexibility comes choice. If you’re an experienced Adviser with an established business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

Join a leading global wealth management firm and play a key role supporting high-performing Advisers and their clients. 

At Canaccord Genuity, our people are at the heart of what we do. As part of our Wealth Management division, you’ll be joining a dynamic, client-focused team that provides personalised investment and financial advice to clients across Australia and globally.

About the Role

We are seeking an experienced Associate to provide dedicated administration and operational support to our Advisers in Perth on a six-month fixed-term contract. This role is pivotal in ensuring the smooth delivery of service to clients and the efficient running of day-to-day operations.

Key Responsibilities Include:

• Manage the daily administrative and operational needs of allocated Advisers, supporting both broking and financial planning activities.
• Prepare and manage client documentation, including account openings, updates, transfers, corporate actions, estates, and superannuation/trust accounts.
• Monitor client deposits, withdrawals and settlements, ensuring accuracy across internal and external platforms.
• Coordinate annual client review meetings – booking appointments, preparing review packs and performance reports, updating client data, and supporting advice implementation.
• Implement recommendations from advice meetings, including establishing new accounts, processing rollovers and fund transfers, and coordinating insurance applications.
• Liaise with third-party providers (e.g. HUB24, Praemium, AMG, Macquarie Wrap, BT Panorama) to resolve queries and ensure timely completion of client transactions.
• Assist with ongoing fee renewals, end-of-year contributions, and preparation of client and accountant summaries.
• Build and maintain strong relationships with clients, Advisers, and service providers to ensure a seamless client experience.
• Provide back-up support to other Associates and contribute to team initiatives and process improvement.

About you

You are an experienced and proactive professional who takes pride in delivering exceptional service. You thrive in a fast-paced, collaborative environment and enjoy working closely with Advisers and clients to ensure precision and care in every task.

You will bring: 

• Minimum 4 years’ experience in a similar Associate or Adviser Support role
• Strong working knowledge of stockbroking and financial planning systems; IRESS experience preferred.
• Sound understanding of investment platforms and financial products.
• Excellent attention to detail, organisational and communication skills.
• Ability to prioritise, multitask and manage competing deadlines.
• Intermediate to advanced MS Office skills (Outlook, Word, Excel).

About us

Canaccord Genuity is one of Australia’s leading Wealth Management and Capital Markets firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 500 staff and have 8 offices in major capital cities and regional centres.

Why Choose Canaccord Genuity?

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients. As part of our team, you’ll have the opportunity to make a real difference in their financial lives.
• Innovative Investment Solutions: At Canaccord Genuity, we’re not afraid to think outside the box. Join us in shaping the future of finance!
• Global Reach: With offices across 5 continents, you’ll be part of a truly global network.
• Diverse and Inclusive Workplace: We value diversity and believe that different perspectives drive innovation. Join us in promoting an inclusive workplace where everyone’s voice is heard.

Our Impact: Canaccord Genuity’s work extends beyond financial markets. We actively support community initiatives, champion environmental sustainability, and contribute to social causes. By joining us, you’ll be part of a team that makes a positive impact both inside and outside the office.

We expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile into every aspect of their work and into every interaction with colleagues and clients. In return, we offer a great range of employee benefits including paid parental leave, study assistance, paid volunteer leave, the ability to purchase additional leave, free gym membership, and more. 

Canaccord Genuity is committed to being an equal opportunity employer. We welcome applications from women, Indigenous people, LGBTQ+ individuals, and all other qualified candidates.

We are proud to be an endorsed employer for all women. You can view our range of benefits and policies directly at WORK180: https://work180.com/en-au/for-women/employer/canaccord-genuity

Join us today

If you’re an experienced Associate looking to grow your career in a collaborative, client-focused environment, we’d love to hear from you. Apply now or visit www.cgf.com to learn more about Canaccord Genuity Australia.

Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Click here to apply